The company expects to deliver 5,000 Model S cars during the second half of 2012

It looks "increasingly likely" that the Model S sedan will earn five-star safety ratings "in all categories," Musk said

The Model X crossover is not cannibalizing sales of the Model S sedan; in fact, "we've seen higher Model S reservations" as a result of Model X publicity

The Model X is the fastest-selling Tesla model in history, and generated $40 million in sales since the concept was unveiled last week

Tesla plans to sell the Model S and Model X in China; it thinks the Model X crossover in particular will have "a lot of appeal there"

After the Model X, the next Tesla vehicle will be a "third-generation" volume car with a price "in the $30,000 range"

The company made that decision because, Musk said, it had "gained enough confidence that our battery technology is scalable to higher volumes sooner than we thought"

As a consequence, the next generation of Tesla Roadster will be "pushed out four years or so," meaning a 2015 model

Tesla will provide a complete powertrain--not just a battery pack and charging equipment--to Mercedes-Benz for a future vehicle program

We also note, with amusement, that Musk said Tesla does not intend to provide Model S drives to journalists until after it delivers its first cars to customers.

"We want the car to be as close to perfect as possible before we give it to any automotive journalists," he said.

As for capital requirements, Musk noted that if the company accelerated development of the third-generation car--which would likely begin in earnest next year--"that could be an argument for a modest capital raise."

Which sounds like a graceful get-out-of-jail-free card if Tesla's finances don't proceed along the lines the company has projected.